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Global Bonds Currencies
As we enter another round of anxiety about Europe, should we be more concerned this time?
Emerging markets have, so far in 2012, staged an impressive rally.1 In this article, we set out the reasons for our positive outlook on emerging-market government bonds (the "ladders"), we address areas of potential threats (the "snakes"), and we explain why we believe emerging-market ("EM") bonds have the potential to outperform their developed market peers in the medium term.
At Newton, we are always fascinated by fixed income; when our clients also make such comments, as has recently been the case, this strengthens our opinion that the shock waves emanating from global markets are shaking industries and individuals beyond the world of pure finance.
As we look into 2012, we continue to see significant risks in the global economy, as a result of the continued effects of deleveraging by over-indebted countries.
2011
- An update on our global sovereign bond strategy - Global bonds and currencies
November 2011- Paul Brain - Income opportunities in the high yield bond market - Global bonds and currencies
November 2011 -Parmeshwar Chadha - Let go - Global bonds and currencies
September 2011 - Paul Brain - Investment opportunities in the high yield bond market - Global bonds and currencies
July 2011 - Parmi Chadha - Going global - Global bonds and currencies
July 2011 - Paul Brain - Bond alchemy - Global bonds and currencies
April 2011 - Paul Brain - Differences of opinion can get ugly - Global bonds and currencies
March 2011 - Paul Brain - It's a dog's life - Global bonds and currencies
January 2011 - Paul Brain
2010
- Currency jigsaw puzzle - Global bonds and currencies
September 2010 - Paul Brain - A perfect storm...for bond markets, at least. - Global bonds and currencies
August 2010 - Paul Brain - Sovereign debt crises and their implications for currencies - Global bonds and currencies
July 2010 - Paul Brain - When is a default not a default? - Global bonds and currencies
July 2010 - Paul Brain - An SPV to save the eurozone...? - Global bonds and currencies
June 2010 - Paul Brain - Welcome to the Hotel California... you can never leave! - Global bonds and currencies
May 2010 - Paul Brain - Sitting on a perch, or is it a fence? - Global bonds and currencies
March 2010 - Paul Brain - 300 Greeks - Global bonds and currencies
February 2010 - Paul Brain - If it were done... 'twere well it were done quickly' - Global bonds and currencies
January 2010 - Howard Cunningham - A view from the top - go global - Global bonds and currencies
January 2010
2009
- Get real! (or perhaps not?) - Global bonds and currencies
December 2009 - Howard Cunningham
- Be careful what you wish for - Global bonds and currencies
November 2009 - Paul Brain
- What shape recovery? - Global bonds and currencies
October 2009 - Paul Brain
- Emerging markets recalibrated - Global bonds and currencies
October 2009 - Carl Shepherd
- Chinese basket weaving - Global bonds and currencies
September 2009 - Paul Brain
- Sterling - the ugly duckling - Global bonds and currencies
August 2009 - Paul Brain
- Stocks and bonds - Global bonds and currencies
August 2009 - Paul Brain
- Exit strategy - Global bonds and currencies
July 2009 - Paul Brain
- Endless recovery? - Global bonds and currencies
June 2009 - Paul Brain
- Top of the range? - Global bonds and currencies
June 2009 - Paul Brain
- Thrifty investing - Global bonds and currencies
May 2009 - Paul Brain
- Manic depressive - Global bonds and currencies
April 2009 - Paul Brain
- The ugly contest - Global bonds and currencies
March 2009 - Paul Brain
- Welcome to the planet ZIRP - Global bonds and currencies
January 2009 - Paul Brain
2008
- The end of 'Top Gear' economics - Global bonds and currencies
14 November 2008 - Stewart Cowley
- The politics of MV - Global bonds and currencies
7 October 2008 - Stewart Cowley
- Staring into the abyss and realising you don't want to go there - Global bonds and currencies
7 October 2008 - Paul Brain
- Pollyanna vs. Hank Paulson: ''this time it's personal'' - Global bonds and currencies
16 September2008 - Stewart Cowley
- Seeking the Holy Grail - Global bonds and currencies
9 September 2008 - Paul Brain
- A future for yield - Global bonds and currencies
22 August 2008 - Parmeshwar Chadha
- All Agro - Global bonds and currencies
30 June 2008 - Paul Brain
- Magical misdirection - Global bonds and currencies
30 June 2008 - Stewart Cowley
- Parabolic, Exponential, Hyperbolic - Global bonds and currencies
24 June 2008 - Stewart Cowley
- Bread and Barter - Global bonds and currencies
23 May 2008 - Stewart Cowley
- King Canute and the China Moon - Global bonds and currencies
22 May 2008 - Paul Brain
- "My Grain Headache..." - Global bonds and currencies
1 May 2008 - Carl Shepherd
- ''Interview with Stewart Cowley April 2025'' - Global bonds and currencies
29 April 2008 - Stewart Cowley
- Chicken or Egg? - Global bonds and currencies
22 April 2008 - Paul Brain
- "Bring out your dead..." - Global bonds and currencies
21 April 2008 - Stewart Cowley
- Indigestion and the Right Medicine - Global bonds and currencies
17 March 2008 - Paul Brain
- Abstract Art and ABS-Tracked Credit - Global bonds and currencies
14 March 2008 - Howard Cunningham
- Dancing on the Motorway - Global bonds and currencies
22 February Cowley - Stewart Cowley
- Weapons of Mass Destruction - The Great Leverage Unwind - Global bonds and currencies
22 February 2008 - Paul Brain
- Global Fixed Income Strategy - "It's Just Unpleasant" - Global bonds and currencies
14 February Cowley - Stewart Cowley
- Investment Grade Bonds - Crisis or Opportunity for 2008? - Global bonds and currencies
9 January 2008 - Paul Brain
